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We value your time and want to make the event as efficient as possible. There are no minimum meeting requirements and we only want you to take meetings where you are genuinely interested in the manager rather than just fulfilling a requirement. Meetings are scheduled based only on your specific choices. There is no platform and there are no manager requests for meetings to respond to. We also take your privacy seriously and do not publish any allocator names. We only pass along your contact info to managers you meet with and then only with your explicit permission.
Quality. Discretion. Productivity.
Your contact information is never shared without your explicit opt-in. You control who reaches you, before and after the event.
Pre-scheduled, one-on-one meetings with hard to find investing talent condenses extensive manager research into a single, structured day.
Build relationships with other top allocators in an informal environment.
A curated mix of strategies, spanning emerging managers to larger firms that are low-profile and under-the-radar. AUM ranges from pre-launch to more established funds above $1 billion. Most managers fall in the $50 million to $500 million range. Every fund is vetted for quality, fit, and differentiation. We prioritize managers that we believe remain overlooked.
In advance of the event, you’ll receive a curated preview of the managers attending. You can then decide to meet those managers of interest.
We’ll schedule those meetings for the day of the Roundtable. There is no minimum meeting requirement.
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Frequently Asked Questions
Yes. The event is invitation-only, and all attendees are carefully vetted.
Most manager attendees run fundamental, public-equity focused long/short or long-only strategies. We also include a select number of differentiated strategies that are unique and aligned with allocator interest.
Managers’ materials are uploaded to a secure data room, where registered allocators review them and submit meeting requests. We then hand-build the schedules based on those requests, with the goal of maximizing the value and fit of each meeting.
There are eight 30-minute meetings. Each meeting is typically one-on-one, but if a manager receives more than eight meeting requests, we may create a schedule that includes both one-on-one meetings and meetings with multiple allocators.
After the event, managers receive the email addresses of the allocators they met with, unless an allocator has opted out of sharing their contact information. We do not share a full allocator attendee list externally.